What: A Portfolio of 8-12 Stocks based on Fundamental Analysis of value investing.
Whom: Mid-to-Long term Investors.
Ideal for: Investors who wish to invest for Mid-to-Long term in equity market.
Product Description: In Value Investing strategy, stocks that trade for less than their intrinsic values are selected. Market, sometimes, overreacts to good and bad news, resulting in price movements not corresponding to company’s long-term fundamentals; providing a good opportunity to invest. This value buying strategy-based stock selection gives good upside return potential in mid-to-long term.
Features:
Minimum Investment: INR 1,50,000
Recommendation Frequency: Once (8-12 stocks)
Delivery Medium: Email
Follow up: Monthly report with performance update (rebalancing if any)
Holding Period: 6-12 Months
Valuation Time Period: 12 Months
*Inclusive of complaints of previous years resolved in the current month/year.
#Inclusive of complaints pending as on last day of the year.
^Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.
Data is updated on or before 7th of every month.
**ATR submission date has been considered as the date of resolution of the complaint by IA-CapitalVia.